ServiceTitan

The only CRM you need!

Puntos a favor:

It does everything you need in one program!

Contras:

I wish there were not so many add-ons that cost extra.

An investment, but it really does what they say they will

Comentarios: Overall our experience has been a good one, don't get me wrong we've had to make some noise to get some bugs fixed and at times train there own people in support on how to do their job but compared to the other many, many hvac software companies out there, no one compares in my opinion.

Puntos a favor:

all of the capabilities to run an hvac business

Contras:

the cost, and the additional cost for "pro" products, upon sign up we were told that Everything was included and then they started coming out with the pro products that are an additional fee, and these fee's are not cheap.

Service Titian overview

Comentarios: we onboarded during covid, so I feel like, and everyone was on vacation in December. I felt like a stronger start would have been helpful.

Puntos a favor:

reporting, time saved in the field, time saved in the office, we have great support, and we love the software. and all the new features .

Contras:

having to have 3rd party company for support

I was told that we we need to revise our business model. WHAT?!

Comentarios: Stay away if you are a person who values customer service and being treated with respect. After all you pay their wages.

Puntos a favor:

Lots of features. Some Useless, some not. I can see how the features would work for other companies but for us we ended up turning off a good amount of them as they added a lot of unnecessary steps. They do have good invoicing and job scheduling.

Contras:

The reason I even decided to write this review (I never write reviews) is because we had subscribed to the Service Titan software and had a pretty good time using it. It seemed to really help us. We got on board with them about a year after they started up. So they were able to work out some bugs in their software and make it at least sustainable. However, they started to do update after update after update. With these updates we got thrown into their "beta testing" without even getting our consent first. We were doing something one way and then they would introduce a new "feature" and it would completely derail our entire process and we would have to start from square one. This happened repeatedly. My second issue with this company is that the designate each company that subscribes to their service what they call a "Success Manager". Which is cool and all but when the success manager knows less about their own software then you do, that's a problem to me. On top of that, the Success Managers we were assigned were rude. The first one was so rude that I requested another because I thought that every time I would talk to this person I would lose my freaking temper and say things that shouldn't be said. So now we get a second Success Manager, which we thought was going to make everything better. Nope. We get this new Success Manager and I mention to her that we have been having an issue with our payroll being reported correctly through Service Titan and we had to do our payroll calculations through an outside software, which wasn't a big deal, it was just an extra step we were trying to avoid. After emailing back and forth and being on phone calls multiple times trying to figure out something that is incredibly simple but they couldn't seem to get their software to do the math, I receive one final phone call. The Success Manager states that she has the answer and all of our payroll problems were solved. Definitely not. She brought us down the completely wrong path and when I told her that isn't what we were trying to do we wanted it done a different way, if possible, her response is, "Well typically companies don't operate their business that way so maybe you should consider restructuring your business model." WHAT?!?! are you kidding me? We have been in business for 60 years and you are going to tell me that because YOU can't figure something out, something that is beyond simple math wise you just have to tell the software to do it for us, that we have to reevaluate our entire business model??? The least she could have done is said something like, "I don't believe our software will do that but let me see what I can do." At least that would have shown some promise. That is just the tip of the iceberg but after the multitude of issues we have had with them trying to figure out minor problems and being told, "too bad so sad", I had to write a review. I don't want anyone else to experience what we experienced. We are paying for their wages and they continuously seem like they are trying to get us to cancel. I may be difficult at times and I am completely aware of that, but for things like that to be said regardless of how difficult anyone may be is absolutely ridiculous.

From paper to Tablets!

Comentarios: Just over 3 years ago we were hand writing all of our invoices and estimates and keeping track of a schedule on a basic calendar program. I was calling customers the day before confirming their appointments. I had all our maintenance memberships in an excel spreadsheet which I would maintain and email everyone each season. Payroll was a nightmare and manually entering credit cards each transaction or daily runs to the bank with deposits. It worked and we thought we were doing great. Now...we save hours and look more professional with digital invoices and estimates...streamlined payment options...technician time clock and commission tracking. Our revenue has increased with much better reporting and marketing and recording keeping. We save so much time and our customers appreciate the more professional looking options.

Puntos a favor:

It is a one stop shop for our business needs from reports and accounting to payroll to invoicing to inventory and purchasing with Marketing and GPS tracking. It has a user-friendly platform and awesome customer service. It makes us look professional with a lot less time than before!

Contras:

At first it was a bit over whelming to get set up, but my onboarding rep was patient and compassionate and kept me motivated. It is a bit expensive, but once I realized everything we were getting for the cost, I realized it was worth it

Service Titan has changed our business

Comentarios: We have been using Service Titan since Late 2019 and it has completely changed how we run our business. We would not be where we are today without the amazing features of Service Titan, and it is great to know that these features are all backed by an amazing team for onboarding, ongoing success and they have programs to help educate you on the program to get the most value for your spending.

Puntos a favor:

Service Titan Consolidates so many aspects of running a business into one easy to use platform.

Contras:

Some updates and features are not available in Canada

Worth the cost!

Comentarios: My experience has been positive overall largely due to the fact that I learned alot about the software and attend trainings to further my understanding.

Puntos a favor:

I like that it changes with user feedback.

Contras:

The largest con for us is the price and learning curve for many of the modules. We had to dedicate a few individuals to champion the software and rollout larger initiatives and mass workflows. Some shops do not have those resources.

More features, more benefits, more issues

Comentarios: Overall, Customer service has been pretty responsive, although not always able to provide a viable solution or work-around to issues. The software itself is robust to the point of being overly so. There are a ton of features. The Pricebook alone has a ton of aspects we continue to underutilize such as product images, recommendations, and templates. It took a ton of work to get everything setup and running the way we want and there is still a lot of room for improvement. The best part about ST is the community. Between Facebook groups, forums, networking events and new ideas within ServiceTitan, somebody has an answer to your issue 95% of the time. The financing integration has really helped our technicians help more of our customers as well.

Puntos a favor:

I believe ST works diligently to add new features and expand existing features. Some oversight may exist on fixing bugs or addressing issues. ServiceTitan has more functionality than most other CRMs, but the more complex something is, the more issues there can be. ServiceTitan has absolutely given us a better grasp on business operations and helped us increase our revenue.

Contras:

Location being required for field staff is a huge battery drain on devices and not a function we need for the software to work as we intend it, especially as the dispatch map doesn't update in real time. The software is very expensive and requires a large investment to make someone a "Managed Tech" meaning it is restrictive for certain roles in our organization.

6+ Years Using Service Titan

Comentarios: Both companies I have worked for saw major improvements after switching software. Service Titan provides a level of detail that the other systems were missing.

Puntos a favor:

Service Titan is excellent at keeping everything organized. I have worked for two different companies that switched to Service Titan. It vastly improved our customer service and efficiency.

Contras:

The customer service over the years has not been great. I know they are working to improve it though. Also there are some great features that are hidden unless you ask your CSM to turn them on. There should be more discussions or annual reviews about features that companies could add to improve quality of life without the customer having to ask or research on their own.

Excellent Field Management for an affordable price

Comentarios: No software solution is going to be perfect or completely handle everything you need (not without major cost at least!)
Overall ServiceTitan handles everything we need and provides accurate accounting as well.

Puntos a favor:

ServiceTitan excels really well at providing technicians in the field with tools they need to estimate, sell and install/repair for residential customers. The mobile app is beautiful and easy to use. I love how technicians can create quick quotes from estimate templates, show pictures and pricing, good/better/best options and financing and even take payments and signatures on the go. You can even create custom forms such as troubleshooting and job arrival/completion forms.

Contras:

ServiceTitan is not the best solution for commercial business. Creating quotes from the office is still not efficient, could be done differently. Multi-day jobs are confusing to figure out.

Great product - not right for us.

Comentarios: Overall, it is a great program and has a lot of functionality that is beneficial. For our company, it came down to the cost and amenities we were receiving for that cost. Support lacked (when we used the software) and we ran into issues a lot without feeling like we had the support to help us resolve the issues. Between this and cost - it drove us to find another software platform.

Puntos a favor:

I loved the capabilities ServiceTitan gave us for communicating with customers, the ease of scheduling and dispatching, tracking of maintenance agreements, etc. Overall usage was great. The cost is significant for what you get, in my opinion. They do not typically take smaller companies as they are "not the right fit." We ended up transitioning to another platform that had almost all the same capabilities for a fraction of the cost. With getting basically all the same amenities, it was worth it in a cost aspect.

Contras:

Before starting with ServiceTitan, it was as if you couldn't get them to leave you alone, but after starting with them at times it was difficult to even get a hold of someone for anything. Our support member would get changed on us and we wouldn't even know - so we would be trying to contact no one basically. It has been a while since we used this software so I don't know if this has changed, but at the time this was very frustrating.

The best move we've made!

Comentarios: Overall, the experience has been wonderful, even with some features missing that we feel are necessary for our workflow. Customer support has been outstanding. I think I've bugged our onboarder [SENSITIVE CONTENT HIDDEN] endlessly, and he has remained extremely patient with me. Emails are answered fairly quickly and zoom appointments are so easy to schedule.

Puntos a favor:

We love that this is a cloud based software that we can access from anywhere. Clients having the ability to pay online and access their past invoices is a HUGE thing for us. The flat rates have photos and descriptions and are consistently updated, as necessary. Manufacturer catalogs can be imported. The software increases accountability for each employee. Auto-reminders can be texted to clients to avoid missed appointments.

Contras:

With ESC, we could scroll down and see multiple days at a time while on the phone with a customer and trying to schedule them. Now we have to click back and forth between days. The system doesn't seem fully set up for running commercial calls. We work with a handful of commercial property managers, some with dozens of tenants and some with hundreds of tenants. Every now and then, the property manager will call us and say that the tenant is responsible for a certain invoice. In ESC, we had the tenants locations listed under the property management company's account, and we could just change the "bill to" on the invoice to the tenant. In ServiceTitan, supposedly we would have to create a whole new account just for the tenant, to be able to send the bill to them. But then that poses the issue of having two different locations for one tenant, to keep up with. If some calls are run under their own account and some are run for the tenants location under the property managers account, technicians won't be able to see the full history of calls and invoices when they go. Office staff will have to switch back and forth between the two accounts to view all the history. This is a huge issue for us that we hope is remedied soon.

The Best Field Management Software in the Game!

Comentarios: Overall, Service Titan has improved our business functions 100% and been a vital tool in expanding our plumbing service company!

Puntos a favor:

The mobile app and dispatch board are used daily at our plumbing service company, and they are very intuitive to understand. We love the modern look of Service Titan and the ability to present options to the customer on-site. We have been able to integrate payment processing, financing options, our price book, and QuickBooks Online. Before we used this product, all of these features were separate and hard to keep track of - Service Titan makes it easy!

Contras:

The on-boarding process is long and tedious, but I do understand they set it up that way to ensure companies have the most success with the product when they go live with it. I would improve the integration with QuickBooks Online to be more seamless with connecting the payments to the invoices and all accounts payable documents.

ServiceTitan - buyers beware!

Comentarios: Nightmare. Had to cancel my contract and fight with them to cancel it.

Puntos a favor:

None. The platform was too complex, the sales pitch was good, but what you actually sign the contract for is less than the add-on costs for each module that they don't disclose on the front end.

Contras:

The introductory sales call provides pricing for the size of your business. Then, over the course of the 12-week onboarding program (overly time-consuming), they reveal that you will be paying (thousands) more for each add-on module (ie marketing, phone, etc.)

User Experience

Comentarios: It's been a game changer for us. We use a few of their pro products from marketing to vehicle tracking. We can see at any given moment how the business is performing operationally.

Puntos a favor:

Payment processing is very valuable. So much time is saved by customers going online to make payments and not tie up anyone on the phone. Our technicians can easily take cards and mobile capture checks in the field for next day depositing.

Contras:

Construction estimating and some other features that go along with this are not where they need to be yet, but they are working on enhancements all the time.

It's Ok

Comentarios: I think it is ok so far, lots of new things I am learning but it is ok.

Puntos a favor:

It's easy to do certain things on there but I feel it's easy to maneuver if you are a dispatcher, being a preventive maintenance coordinator it has it's flaws.

Contras:

I don't like the recurring service task because it doesn't have a lot of information. You have to dig deeper in a account to make sure we have the right information.

I love Service Titan!

Comentarios: I think they are great people and always looking for ways to improve on their functions!

Puntos a favor:

I love how easy my follow up tab is and all of the ways that I can sort through customers and jobs.

Contras:

The maintenance side of things is super confusing and not easily sorted. It makes my co-worker's job really hard.

The only field service software you'll ever need!

Comentarios: Our business has grown since using ServiceTitan and as owners, we can see what is going on in our business day to day from anywhere.

Puntos a favor:

ServiceTitan has more features and capability of anything else out there for the home services industry.

Contras:

Their customer support could be improved. It is often difficult to get support in a timely manner.

Disappointed and unhappy

Comentarios: Disappointing. Eager to accept your money, no real support after they have your money

Puntos a favor:

No support provided by Service Titan to fix a major problem involving materials, services, taxes set up but at a later date disappearing and no one at Service Titan believes or cares about fixing the problem. They just tell you to add it back in and let them know of other issues so they can ignore them as well.

Contras:

The inability for it to be reliable. How do you know what you've lost when random information goes missing and you only find out about it when it's too late and you need it in the system.

Well worth the money!

Comentarios: I was a Service Titan user while working at another company and when I left that company to start my own company, I was presented with a tough decision on which Home Service software I would use. Because I already had experience with Service Titan, I thought it would be good to test out another provider. I signed up with another provider, went through the onboarding process, and disliked the entire process and software. I ended up cancelling my service with the other provider before we went live as a company, and switched over to Service Titan, which looking back, is probably the best decision I ever made for my company.

Puntos a favor:

Service Titan offers a lot of features, they have great ways for you to learn the software, and are always looking for ways they can bring more value to their customers. Every person I have worked with at Service Titan has been helpful, kind, and happy to be of service. Additionally, they are really helping create a community of contractors that allows you to connect and get ideas from other contractors through a lot of their networking channels.

Contras:

The reason most contractors complain about all these home service software companies is because they are contractors who work with their hands and are not yet comfortable with the technology. There is a pretty big learning curve to go from whatever system was being used before, but I assure you, if you fully commit, give it your all, Service Titan should be able to help your business grow in new and exciting ways, and in the long term, will likely reduce your overall operating costs because of how many things can be automated.

Hope your ready to spend lots of money, read there contract they will lock you in over 1 yr

Comentarios: bad experience

Puntos a favor:

the best features were phone calls being recorded and bio links sent out other then that no better the house calls pro

Contras:

Costs way to must , after wanting to leave after my 1 year agreement was up. Service Titan told me that in the agreement I signed, it stated that the contract Auto renews unless 30 days written notice was given to them. they are a money hungry company that will charge you for any of there features and there charges are not cheep. don't get trapped like me.

A Change to the Future

Comentarios: ServiceTitan has changed the game for us. It has set the bar high and the standards even higher. The on-boarding wasn't the easiest, but that was just because some people can not adapt to change very well. The software itself has helped not only increase our sales, but has allowed us to market and advertise even better by the capabilities of tracking. Things that you would not even think to run a report on are already there at your fingertips. Having the technicians able to run their day is an added bonus and an all around morale booster because they feel responsible and they do not feel like they have to be babysat anymore. The change from paper to tablet has been an amazing added bonus because people right now are advanced with the technology, they want to be able to do everything on their phone, and ServiceTitan allows that. Notifications and reminders alone have been great and have allowed almost a 80% increase in customers actually being home and remembering their appointments. This software is absolutely amazing when it comes to memberships! Tracking, reporting, reminding, and even renewing memberships is a complete game changer with this software. All in all, we have come to the conclusion that if you are not on ServiceTitan, you are really missing out.

Puntos a favor:

The technology, it will completely set you aside from the rest of the industry. Sending out Bio's, pictures, and the capabilities to track who is coming to your home and when straight from your fingertips is the best satisfaction return from our customers.

Contras:

Is this even a question? I think our only complaint is little things that at the end of the day comes down to workflow ways and not so much on ServiceTitan.

Easiest software to use on the market!

Comentarios: Service Titan changed the way we did business. We moved from a time and material situation to flat rate pricing and the software made that move incredibly easy.

Puntos a favor:

The ease of use was the most important feature in implementing a new software program in our business. All of the staff were easily able to maneuver their way around the software after just a day of training.

Contras:

My only complaint is that it is on the pricier side. However I do believe that you get what you pay for and the features of this software are incredible.

Automating The Service Industry

Comentarios: Our over all experience is a 4/5. The product is good, but we feel like once you got our money there wasn't much more help, we had to learn on our own.

Puntos a favor:

We love how ServiceTitan assists with automating our insulation, heating and cooling company. Helps us streamline so many jobs and not miss out on potential revenue.

Contras:

The training and implementation was lacking. We also do not like getting tossed from CST to CST. We want one person not a line of them.

ST for All Contractors

Comentarios: ServiceTitan is extremely easy to use. All processes are designed to get things done quickly. And you can use the system from anywhere.

Puntos a favor:

I love that the engineers of the software are constantly changing it to better the software. Then there is a notification of what has changed and how it will benefit the user moving forward.

Contras:

This is a simi-difficult questions. There's not a lot to dislike about the software, changes occur so frequently that most users are able to adapt to the new of the software and forget about what was bad. I personally feel that ST engineers take the feedback left on their community page and work to improve the flaws that users point out.